Extended User Rights

With our new extended user rights, it is now much easier to collaborate with others in Meisterplan. You can now grant or limit the right to perform specific functionalities for each user. This way you can now safely delegate planning tasks to members across your organization without fear of unintended changes to important planning data.

Administrators can find these settings in the Rights tab of the Edit User Account dialog (Manage > Users > Edit User). Rights which are displayed indented are only available when the above right is selected for this user. The following table provides an overview over all new editing rights:

Editing Right

Description

Required Right

Default Value

Edit Plan of Record

allows user to edit the Plan of Record

✖

Use Resource Pool and Edit Absences

resource pool button is always visible, absences can be entered in the histogram

✖

Change Project Rank

allows user to change the rank of a project

✔

Sort Project List by Project Score

allows user to sort project list by Project Score

Change Project Rank

✖

Change, Add and Delete Allocations

allows user to allocate roles and resources, allocations can be edited

✔

Change Project Schedule

allows user to move, extend and split projects

✔

Auto Schedule Multiple Projects

allows user to Auto-Schedule projects (previously found in the user menu under profile)

Change Project Schedule

✖

Create Project

allows user to create projects and programs

If the user doesn't have the right Change Project Rank, projects can only be created below the Cut-Off-line. If the user doesn't have the right Change Project Schedule he cannot edit the start and end date.

✔

Delete Project

allows user to delete projects and programs

✔

With these new editing rights, you can better align individual users' rights with their respective roles within project portfolio management. Read our Set User Rights by PPM Role article for our suggested configurations for each role.

Changes to Access Levels

With this update, the following changes have been made to the existing user access levels:

Access Level

Description

Difference

User

The user may manage own scenarios.

Users can no longer automatically edit data.

Portfolio Manager

Same rights as User plus the user may manage portfolios that he or she created or has access rights for.

Data Managers can no longer automatically submit a scenario as the Plan of Record. The Edit Plan of Record right is now required for this.

Administrator

Same rights as Data Manager plus the user may manage custom project fields, user accounts, all scenarios, all portfolios and all reports. For most license types in Meisterplan SaaS systems, the user is also able to manage subscriptions.

Administrators can no longer automatically submit a scenario as the Plan of Record. The Edit Plan of Record right is now required for this.